This article will help you understand how to change the amount of money that has already been awarded to an employee. Typically this occurs when resetting a monthly or quarterly budget, or when an employee is no longer with the company and you want to zero out their balance.
Note: changing a balance to zero will not delete a recognition. Click here for instructions on deleting a posted recognition.
Log In to your account > Click Admin > Users > Find the employee >
Click their balance (e.g. $100.00) > Adjust the balance > Click OK
Step by Step Instructions
First Things First: Log In to Your Account.
Once you click "Admin" you'll be taken to your Dashboard. Click on Users.
Here you'll see a complete list of the users in your network. Find the employee whose points you will be adjusting. Click on the number displayed in the balance column.
A dialogue box will pop up where you can adjust the point balance of the selected user. Now type in the number that you want to adjust their balance to in the amount box. For example, if you want their balance to be $50, type "50." If you want to remove their balance, type "0." Click OK to make the change.
Note: The adjusted balance cannot be higher than the existing balance. If you want to add to a recognition, you will need to zero out the current recognition, and create a new one with the higher balance.
The balance will be refunded to the company budget, not the managerial budget it came from.
If you have more questions, please tell us how we can improve and clarify this topic by commenting below. You can also submit a Support Ticket for more assistance.